Claret Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
1,249
-255
| -17% | -$81.3K | 0.05% | 116 |
|
|
2025
Q1 | $405K | Buy |
+1,504
| New | +$405K | 0.06% | 121 |
|
|
2020
Q4 | – | Sell |
-2,396
| Closed | -$240K | – | 184 |
|
|
2020
Q3 | $240K | Hold |
2,396
| – | – | 0.05% | 146 |
|
|
2020
Q2 | $228K | Sell |
2,396
-20
| -0.8% | -$1.9K | 0.05% | 143 |
|
|
2020
Q1 | $207K | Buy |
2,416
+420
| +21% | +$36K | 0.06% | 145 |
|
|
2019
Q4 | $248K | Buy |
1,996
+265
| +15% | +$32.9K | 0.05% | 160 |
|
|
2019
Q3 | $205K | Buy |
1,731
+41
| +2% | +$4.86K | 0.04% | 177 |
|
|
2019
Q2 | $209K | Buy |
+1,690
| New | +$209K | 0.04% | 173 |
|